Grids
There are many different grids in the application. Most grids provide sorting, filtering, viewing, exporting, searching, and data selection functionality. Some grids provide options that let you summarize the data by criteria such as officer, status, type, or organization.
Sorting with Column Headings
Select a column header to sort the entire grid by the values in the selected column in either ascending or descending order. Each new sort is unique and replaces the previous sort.
Working with Saved Views
When you navigate to a grid screen that lets you choose saved views, the default All Relationships view shows all available data. No sorting, filtering, or search parameters are applied to this view. You can retain defined filters as saved views, which make it easy to return to a favorite data configuration by selecting the appropriate view from the My Saved Views drop-down list.
Selecting Dates
The data in most Profitability grids defaults to the current month in the
application. Select the 
calendar to choose a specific month. You can also use the
Custom option to show cumulative data values in the grid for a
range of months.